Your Dashboard at a Glance
Learn what each section of your dashboard shows and how to navigate to the features you need.
Individual
Overview
Your dashboard is the first thing you see when you sign in. It gives you a quick summary of your tracking activity, goals, evidence, and reports — all in one place.
Dashboard Sections
Here is what you will find on your dashboard:
- Presence Summary — A breakdown of how many days you have spent in each jurisdiction this year. Each jurisdiction is color-coded so you can spot patterns at a glance.
- Active Goals — Your residency goals and how close you are to meeting them. Goals show a progress bar and a status like "on track" or "at risk."
- Recent Evidence — The latest photos, receipts, and documents you have added to your evidence vault.
- Reports — Quick access to generate or download reports.
- Domicile — Your current primary residence (domicile) and when it was established.
Navigating Around
Use the sidebar on the left (or the menu button on mobile) to move between sections:
- Days — A full calendar view of your tracked days.
- Evidence — Your evidence vault for photos, receipts, and documents.
- Reports & Exports — Generate and download PDF reports.
- Audit Prep — Tools to prepare for a tax audit.
- Goals — Manage your residency goals.
- Domicile — View and change your primary residence.
- Settings — Account settings, billing, sharing, and more.
On mobile, tap the menu icon in the top-left corner to open the sidebar navigation.
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